Principal Focused Multicap Fund - Direct Plan
To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization.
Suitability
This product is suitable for investors who are seeking
• Long term Capital Growth
• Investment in equity & equity related securities including equity derivatives of large capitalization Companies
Fund Info
| Scheme Class | Equity |
| Scheme Category | Focused Fund |
| Benchmark Type | S&P BSE 100 |
| Expense Ratio | 1.97% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 311 |
| AMC AUM (in Crs.) | ₹ 7,091 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 14.46% | |
| 100 | 100 | 20.22% | |
| 1000 | 1000 | 14.38% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| Reliance Industries Ltd | Equity | 7 |
| Kotak Mahindra Bank Ltd | Equity | 5 |
| Hindustan Unilever Ltd | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| Housing Development Finance Corp Ltd | Equity | 5 |
| Treps 03-Sep-2019 | Cash - Repurchase Agreement | 5 |
| Infosys Ltd | Equity | 4 |
| Tata Consultancy Services Ltd | Equity | 4 |
| ITC Ltd | Equity | 4 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 95 |
| Cash - Repurchase Agreement | 5 |
| Cash | 0 |
| Bond - Corporate Bond | 0 |
| Bond - Gov't Treasury | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 22 |
| Information Technology Services | 10 |
| Oil & Gas Refining & Marketing | 7 |
| Auto Manufacturers | 6 |
| Household & Personal Products | 5 |
Principal Mutual Fund
AUM
₹7,091 Cr
About
Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.##With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions.##The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.
customer@principalindia.com
Phone
022 - 67720555
Address
Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051
Calculate Returns
Investment Duration
Years
6Months
0Investment Amount
₹ 10000
Return Amount
₹ 4185
Return Rate
6 %
Duration
6y 0m
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